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J. Henry Livingston, CFP (R)
Retirement Resources Advisory, Inc.
Clearwater, Florida - Tampa Bay
Comprehensive financial planning - Contact J. Henry
- Specialties
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- 401(k) rollovers, estate planning and retirement income planning
- Privacy Policy
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- Privacy policy not defined by advisor yet
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About Henry Livingston
Henry Livingston is a fee based financial advisor. Henry provides clients with a personalized, needs-based financial plan that is built around their personal circumstances, goals and dreams.
Henry's primary goal is to help clients make smart decisions with their money. He does that by putting their financial house in order, and keeping it that way...forever.
As a financial planner, Henry creates comprehensive plans to help clients achieve their goals. Part of the process is also educating clients on the decisions that go in to making these plans, why exactly they are being made and some of the possible circumstances that their decisions may have. In particular, Henry specializes in estate planning, investment and asset management and retirement income planning.
Henry can apply this additional expertise and knowledge in these fields to financial plans to better serve clients as they plan for different stages of their lives. The needs and interests of Henry's clients will always come first.
In addition, three things that are very important to Henry with regards to financial planning are growing assets, protecting assets and ultimately distributing assets with a minumum of cost and delay.
Websites
Education
1971
Eastern Michigan University
BS Psychology
Related Terms: Growing assets, protecting assets and ultimately distributing the assets with a minumum of cost and delay
Retirement Resources Advisory, Inc.
2552 Sunset Pt. Rd. #202
Clearwater, Florida 33765
727-799-0551
Contact J. Henry
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